Email survey invitations to individual participants using their email address, or to a group of participants using a list. Use invitation templates that include the survey question or a link to the survey, customize the templates, or compose your own email invitation.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
Participants who select Email Opt Out don't receive survey invitation emails generated by the Survey Builder or by an automated process, such as Process Builder, Flows, Support Settings, or Connect REST API (Surveys Resources). Conversely, participants who deselect Email Opt Out receive survey invitation emails.
The survey invitation emails you send to participants outside your org count toward your daily single email limit. To increase email limits for your org, contact your Salesforce representative.
- Set Up Salesforce Email Composer to Use with Surveys
Use Salesforce Email Composer to email survey invitations and to export survey responses by email. - Email Survey Invitations to Individuals
For surveys with fewer participants, email the survey invitation by manually adding each address. You can email individual survey invitations to leads, contacts, or users in your Salesforce org. The invitation can include a single embedded survey question or a link to open the survey. - Email Survey Invitations to a Group of Participants
Target a large audience by sending survey invitations to a group of participants using an object list view. The invitation can include a single embedded survey question or a link to open the survey. - Customize the Survey Invitation Email Templates
Edit the survey invitation templates to reflect your company's voice and style, and create templates for different types of surveys or projects.